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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,191 | $102,595+18.1% | $94,057+28.8% | $154,746-21.7% |
| Participation rate | 70.6% | 76.0%-5.4pp | 73.3%-2.8pp | 80.7%-10.1pp |
| Annual return | 11.36% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,057 | $5,118+57.4% | $4,709+71.1% | $6,730+19.7% |
| Admin fee / account holder | $24,104 | $7,736+211.6% | $7,244+232.7% | $14,365+67.8% |